+6.7%
AVTR vs IBB
+109.4%
-102.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.4% | +0.7% |
| 7D | -3.6% | -1.8% | -1.8% | -2.2% |
| 30D | +0.8% | +5.1% | -4.3% | -3.8% |
| 3M | +17.4% | +10.7% | +6.7% | +6.4% |
| 6M | +83.5% | +22.9% | +60.6% | +51.2% |
| YTD | +35.0% | +26.7% | +8.3% | +7.9% |
| 1Y | +36.7% | +35.1% | +1.5% | +2.9% |
| 3Y | -15.3% | +80.2% | -95.5% | -50.4% |
| 5Y | -59.5% | +37.8% | -97.3% | -70.1% |
| All | +6.7% | +109.4% | -102.7% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling